Q: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.

Q: Hello, which 3 stocks do you like in the utilities sector that offer international exposure; I have a 10-15 year timeline. My reason for asking is to rebalance my portfolio. Thanks for your guidance.

Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks